DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329,182 shares; 2024Q4: 2,324,970 shares; 2025Q1: 2,313,690 shares; 2025Q2: 2,516,240 shares; 2025Q3: 2,515,877 shares; 2025Q4: 2,554,389 shares 2,554,389 $101M 33.18% +38,512 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,489 shares; 2024Q4: 525,675 shares; 2025Q1: 523,973 shares; 2025Q2: 543,148 shares; 2025Q3: 573,228 shares; 2025Q4: 618,534 shares 618,534 $49.3M 16.18% +45,306 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,216 shares; 2024Q4: 1,057,263 shares; 2025Q1: 1,130,609 shares; 2025Q2: 1,218,574 shares; 2025Q3: 1,221,335 shares; 2025Q4: 1,258,671 shares 1,258,671 $43.4M 14.23% +37,336 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,740 shares; 2024Q4: 383,222 shares; 2025Q1: 406,548 shares; 2025Q2: 426,871 shares; 2025Q3: 464,682 shares; 2025Q4: 507,753 shares 507,753 $37.6M 12.34% +43,071 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,918 shares; 2024Q4: 537,287 shares; 2025Q1: 564,655 shares; 2025Q2: 620,890 shares; 2025Q3: 631,951 shares; 2025Q4: 650,541 shares 650,541 $21.5M 7.06% +18,590 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,276 shares; 2024Q4: 165,659 shares; 2025Q1: 164,713 shares; 2025Q2: 172,627 shares; 2025Q3: 169,804 shares; 2025Q4: 170,491 shares 170,491 $13.4M 4.41% +687 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,996 shares; 2024Q4: 11,889 shares; 2025Q1: 48,884 shares; 2025Q2: 50,865 shares; 2025Q3: 49,897 shares; 2025Q4: 49,455 shares 49,455 $5.53M 1.81% -442 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,732 shares; 2024Q4: 18,889 shares; 2025Q1: 17,767 shares; 2025Q2: 18,941 shares; 2025Q3: 18,314 shares; 2025Q4: 18,445 shares 18,445 $3.44M 1.13% +131 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 10,797 shares; 2025Q1: 10,939 shares; 2025Q2: 11,157 shares; 2025Q3: 11,215 shares; 2025Q4: 11,518 shares 11,518 $3.13M 1.03% +303 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,423 shares; 2025Q2: 22,013 shares; 2025Q3: 26,526 shares; 2025Q4: 49,646 shares 49,646 $2.5M 0.82% +23,120 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,558 shares; 2024Q4: 58,602 shares; 2025Q1: 58,610 shares; 2025Q2: 58,558 shares; 2025Q3: 58,558 shares; 2025Q4: 54,649 shares 54,649 $2.08M 0.68% -3,909 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 13,442 shares; 2025Q4: 20,104 shares 20,104 $2.04M 0.67% +6,662 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,229 shares; 2025Q1: 37,480 shares; 2025Q2: 37,587 shares; 2025Q3: 37,515 shares; 2025Q4: 33,742 shares 33,742 $1.59M 0.52% -3,773 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,583 shares; 2024Q4: 17,547 shares; 2025Q1: 18,755 shares; 2025Q2: 19,363 shares; 2025Q3: 18,847 shares; 2025Q4: 18,293 shares 18,293 $1.51M 0.49% -554 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,001 shares; 2025Q1: 16,132 shares; 2025Q2: 18,251 shares; 2025Q3: 17,875 shares; 2025Q4: 17,281 shares 17,281 $1.33M 0.44% -594 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 4,533 shares; 2025Q1: 4,582 shares; 2025Q2: 4,990 shares; 2025Q3: 5,025 shares; 2025Q4: 5,276 shares 5,276 $1.22M 0.4% +251 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,739 shares; 2024Q4: 9,739 shares; 2025Q1: 9,739 shares; 2025Q2: 9,739 shares; 2025Q3: 9,739 shares; 2025Q4: 9,739 shares 9,739 $1.2M 0.39% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 2,032 shares; 2025Q1: 1,926 shares; 2025Q2: 2,049 shares; 2025Q3: 2,049 shares; 2025Q4: 2,206 shares 2,206 $1.07M 0.35% +157 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,217 shares; 2024Q4: 47,049 shares; 2025Q1: 39,444 shares; 2025Q2: 32,981 shares; 2025Q3: 31,922 shares; 2025Q4: 23,267 shares 23,267 $975K 0.32% -8,655 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 726 shares 726 $780K 0.26% +29 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,906 shares; 2025Q1: 1,944 shares; 2025Q2: 2,307 shares; 2025Q3: 2,361 shares; 2025Q4: 2,434 shares 2,434 $762K 0.25% +73 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,163 shares; 2024Q4: 22,163 shares; 2025Q1: 22,167 shares; 2025Q2: 22,163 shares; 2025Q3: 22,163 shares; 2025Q4: 22,163 shares 22,163 $722K 0.24% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 710 shares; 2025Q1: 650 shares; 2025Q2: 964 shares; 2025Q3: 975 shares; 2025Q4: 1,016 shares 1,016 $671K 0.22% +41 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 4,168 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,168 shares 4,168 $620K 0.2% 0 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 9,070 shares; 2025Q1: 9,031 shares; 2025Q2: 8,631 shares; 2025Q3: 7,898 shares; 2025Q4: 7,136 shares 7,136 $613K 0.2% -762 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,831 shares; 2025Q2: 5,831 shares; 2025Q3: 26,613 shares; 2025Q4: 12,724 shares 12,724 $610K 0.2% -13,889 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,193 shares; 2025Q1: not reported; 2025Q2: 1,372 shares; 2025Q3: 1,423 shares; 2025Q4: 1,480 shares 1,480 $464K 0.15% +57 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,294 shares; 2025Q1: 1,286 shares; 2025Q2: 1,347 shares; 2025Q3: 1,352 shares; 2025Q4: 1,406 shares 1,406 $453K 0.15% +54 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 735 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 659 shares; 2025Q4: 634 shares 634 $432K 0.14% -25 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,290 shares 8,290 $401K 0.13% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: 676 shares; 2025Q2: 696 shares; 2025Q3: 719 shares; 2025Q4: 739 shares 739 $371K 0.12% +20 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,732 shares; 2025Q2: 1,732 shares; 2025Q3: 1,707 shares; 2025Q4: 1,683 shares 1,683 $370K 0.12% -24 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: not reported; 2025Q2: 974 shares; 2025Q3: 985 shares; 2025Q4: 1,048 shares 1,048 $363K 0.12% +63 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,612 shares 4,612 $348K 0.11% new Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,697 shares; 2025Q4: 6,495 shares 6,495 $329K 0.11% -13,202 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,238 shares; 2025Q1: 3,072 shares; 2025Q2: 3,214 shares; 2025Q3: 3,100 shares; 2025Q4: 3,235 shares 3,235 $321K 0.11% +135 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,737 shares 3,737 $313K 0.1% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733 shares; 2025Q4: 733 shares 733 $290K 0.1% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 519 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 408 shares; 2025Q4: 399 shares 399 $273K 0.09% -9 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 764 shares 764 $241K 0.08% -33 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 590 shares; 2025Q2: 633 shares; 2025Q3: 625 shares; 2025Q4: 644 shares 644 $226K 0.07% +19 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 689 shares; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: 453 shares; 2025Q4: 442 shares 442 $216K 0.07% -11 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,769 shares 1,769 $213K 0.07% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 905 shares 905 $207K 0.07% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 6,434 shares; 2025Q1: 6,801 shares; 2025Q2: 6,414 shares; 2025Q3: 5,953 shares; 2025Q4: 4,722 shares 4,722 $201K 0.07% -1,231 Timeline